RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
2Aperio Group$4,925,444$24,735,579,836$24,735,579,836
3Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
4Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
5EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
6Sepio Capital, LLC$2,525,269$1,844,400,000$973,800,000$2,818,200,000
7Parallel Advisors$363,016$2,386,830,147$2,386,830,147
8Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
9Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
10Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
11Polaris Greystone Financial Group$389,860$1,524,173,314$67,235,139$1,591,408,453
12The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
13Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
14ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
15Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
16Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
17Asset Dedication, LLC$313,455$990,831,486$990,831,486
18Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
19Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
20Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
21Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
22Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
23Oakmont Corporation$20,085,385$783,330,016$783,330,016
24Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
25Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
26Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
27Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
28Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
29Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
30Telos Capital Management$389,080$561,442,974$561,442,974
31Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
32Natural Investments$169,853$521,418,489$2,748,334$524,166,823
33Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
34Spectrum Asset Management Inc$562,818$492,745,501$10,413,374$503,158,875
35Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
36Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
37Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
38Worthpointe$342,730$451,375,500$451,375,500
39Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
40Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
41Cheviot Value Management$492,739$357,235,575$357,235,575
42Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
43Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
44Regatta Capital Group$164,721$234,020,772$89,656,268$323,677,040
45North Berkeley Investment Partners$292,876$306,430,000$12,512,000$318,942,000
46Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
47Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
48Gradient Capital Advisors, LLC$245,822$240,801,316$60,331,218$301,132,534
49Traverso Chambers Private Wealth Management, LLC$351,019$299,419,000$299,419,000
50Delta Wealth Management$1,601,312$296,242,748$296,242,748
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Showing 1 to 50 of 110 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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